How to Process Utility Payments

How to Process Utility Payments

Navigating to Utility Bills

For a user to create Utility Bills, the user  should be assigned the role of a Utility Bill Initiator.
  1. Choose the Payables option from the Navigation bar and select the Utility Bills from the drop-down menu.


Submitting a Utility Bill for Approval

The auto-fetched utility bills will be visible to the reviewers and admin only after it is submitted for approval by the POC's.
  1. Choose the required bill from the list of Auto-Fetched Utility Bills.

  1. After verifying the bill, click on the Update and Submit button to submit the bill for approval.


Creating a Payment Ticket for Utility Bills

Payment Tickets can be created only for approved utility bills.
For a user to create a Payment Ticket, the user  should be assigned the role of a Payment Ticket Initiator.

Navigating to Payment Tickets

  1. Choose the Payments option from the Navigation bar and select the Payment Ticket from the drop-down menu.
  2. Click on the New Payment Ticket button.
  3. Choose the Utility Bills tab to view all the approved Utility Bills.


Adding the Utility Bill to a Payment Ticket

  1. Click on the Add button against the required Utility Bill to add it to the Payment ticket.



Creating and Submitting the Payment Ticket

  1. Click on the Create button to create the Payment ticket.

  1. Fill in details for Scheduled Date, Transfer Type, Policy and Description (if any).
  2. Click on Create Payment Ticket.

  1. Upon successful creation of the Payment ticket, Click on Submit button to submit the Payment ticket.

  1. Upon successful submission of the Payment Ticket, a pop-up stating Payment Order Successfully Submitted will be displayed on the bottom left of the screen.

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